Portfolio (Quarterly)
Guide ↗
Gryphon Financial Partners LLC
· CIK 0001729094| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PTC | PTC INC | Technology | 1,664 | $290K | 0.03% | SOLD |
| 22 | — | EXPAND ENERGY CORPORATION | — | 2,565 | $283K | 0.03% | SOLD |
| 23 | WTRG | ESSENTIAL UTILS INC | Utilities | 7,253 | $278K | 0.03% | SOLD |
| 24 | IYH | ISHARES TR | — | 4,193 | $273K | 0.03% | SOLD |
| 25 | MDT | MEDTRONIC PLC | Healthcare | 2,638 | $253K | 0.03% | SOLD |
| 26 | ANF | ABERCROMBIE & FITCH CO | Consumer Cyclical | 1,634 | $206K | 0.02% | SOLD |
| 27 | MPLX | MPLX LP | Energy | 3,828 | $204K | 0.02% | SOLD |
| 28 | DBI | DESIGNER BRANDS INC | Consumer Cyclical | 23,620 | $175K | 0.02% | SOLD |
| 29 | BZAI | BLAIZE HLDGS INC | Technology | 49,954 | $97K | 0.01% | SOLD |
| 30 | — | BED BATH & BEYOND INC | — | 27,070 | $18K | 0.00% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
17.5%
Healthcare
12.0%
Communication Services
11.2%
Industrials
7.2%
Consumer Cyclical
6.4%
Energy
5.4%
Consumer Defensive
4.5%
Utilities
2.4%
Basic Materials
1.0%